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2019/01/11 / Erste Group Research

Equity Weekly


Der globale Aktienmarkt erholte sich in der letzten Woche deutlich. Die wichtigsten Leitindizes stiegen überdurchschnittlich stark an. Der S&P 500 legte um +6,1% zu, der europäische Aktienmarkt stieg um +4,5%.

Die Aussicht für den globalen Aktienmarkt ist mittelfristig weiterhin moderat positiv. Die leichte Aufwärtstendenz wird von steigenden Umsätzen und Unternehmensgewinnen gestützt. Die Konsensus-Prognose geht für das Jahr 2019 von einem Anstieg der Gewinne/Aktie um +6,5% aus.

Ausblick: Die technische Situation der Aktienmärkte verbessert sich allmählich. Das erwartete Umsatz- und Gewinnwachstum der Unternehmen ist weiterhin positiv. Die US-Berichtssaison beginnt nächste Woche. Unter anderem werden zahlreiche Großbanken über den Geschäftsverlauf im letzten Quartal berichten. Wir erwarten in der kommenden Woche moderate Zugewinne bei den globalen Aktienindizes.

Aktien Österreich: Der ATX setzte seinen Aufwärtstrend der ersten Handelswoche mit einem Plus von 5,4% in einem international starken Umfeld fort. Gegen Ende der Woche konsolidierte der ATX mit wiederaufkommender Vorsicht vor einer sich abkühlenden Wirtschaftslage nachdem es in den Verhandlungen zwischen China und USA keine konkreten Ergebnisse gab. Alle ATX-Werte schlossen diese Woche im positiven Bereich, angeführt von der SBO, die von der Erholung der Ölpreise profitierte. Nur die AT&S schloss negativ, nachdem die Umsatzprognose etwas zurückgenommen wurde.



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General information

AuthorErste Group Research
Date2019/01/11
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Food & Beverage, Media, Technology
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Erste Group related products

Name  ISIN# Erste Group products
-AT00006037090
AMAGAT00000AMAG33
AT&SAT000096998556
Austrian PostAT0000APOST430



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